EFR

Eaton Vance Senior Floating-Rate Fund

86 hedge funds and large institutions have $89.6M invested in Eaton Vance Senior Floating-Rate Fund in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 5 closing their positions.

Holders
86
Holders Change
+5
Holders Change %
+6.17%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
11
Increased
24
Reduced
23
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12.4M 1,023,883 +34,984 +4%
Morgan Stanley
2
Morgan Stanley
New York
$7.55M 623,749 +63,412 +11%
MHIC
3
Marble Harbor Investment Counsel
Massachusetts
$7.46M 615,810 +8,600 +1%
GC
4
Guggenheim Capital
Illinois
$6.43M 530,720 +8,670 +2%
Invesco
5
Invesco
Georgia
$5.93M 489,832 -42,966 -8%
WPC
6
White Pine Capital
Minnesota
$5.39M 445,394 -8,909 -2%
Cohen & Steers
7
Cohen & Steers
New York
$5.03M 415,258 +37,000 +10%
Ameriprise
8
Ameriprise
Minnesota
$4M 330,464 +26,226 +9%
OCM
9
Oaktree Capital Management
California
$2.98M 245,996 -54,942 -18%
Osaic Holdings
10
Osaic Holdings
Arizona
$2.58M 213,198 -3,896 -2%
AAM
11
Advisors Asset Management
Colorado
$2.31M 190,794 +19,787 +12%
UBS Group
12
UBS Group
Switzerland
$1.84M 151,726 -258 -0.2%
LPL Financial
13
LPL Financial
California
$1.67M 138,188 +24,504 +22%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.5M 123,839 +28,101 +29%
VAM
15
Verity Asset Management
North Carolina
$1.31M 107,967 +199 +0.2%
Wells Fargo
16
Wells Fargo
California
$1.26M 104,412 +1,465 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.25M 103,499 -2,872 -3%
SFS
18
Shaker Financial Services
Virginia
$1.17M 96,756 -124,464 -56%
FAIM
19
Financial Advocates Investment Management
Washington
$1.12M 92,239 +76,505 +486%
RWP
20
RWA Wealth Partners
Massachusetts
$1.06M 87,475 +1,250 +1%
PAS
21
Park Avenue Securities
New York
$1.06M 87,421 -1,024 -1%
GAMC
22
Garner Asset Management Corp
Texas
$836K 69,073 +3,676 +6%
CIA
23
Capital Investment Advisors
Georgia
$834K 68,906 -5,318 -7%
AA
24
AQR Arbitrage
Connecticut
$808K 66,689 -38,527 -37%
AUIM
25
Aegon USA Investment Management
Iowa
$782K 64,544